Phone Bookings

How to take and manage bookings done over the phone

This feature is designed to help you walk through a booking, step-by-step, with the customer on the Phone.
To open this feature, click Book at the top right of your system.
NOTE: You can go back to any point in this process by clicking on the title of the previous step.
  • Select Customer
    • Existing Customer: If you are booking a customer who already has an account on the system.
    • New Customer: This gives you the option to create a brand-new customer and fill in their details.
      • Once created, they will receive log in details to access their account

Select Consumer 

  • Existing Consumer: Select from the list of consumers connected to the customer.

  • New Consumer: If you are booking in a new consumer, select the New Consumer and fill in their details.

Select Venue

  • Venues are ordered by distance from the customer’s postcode.

  • Selecting a venue will fill the next section with all available classes.

Select a Class

  • The class list shows the details of each class, including the current availability. 

  • Use the filters to find the right class
  • To select a class, click on the Course Starts date.

Review the booking summary and Confirm.

NOTE: Once confirmed, the system will take you to Accepting a Consumer